Introduction
This article will walk you through the process of enabling and configuring Advanced Staff Documents and Trainings. This will allow for staff documents and trainings to be built out within a custom form. This will also allow for staff trainings to be tracked on configured training categories on the staff compliance tab.
Prerequisites
An extendedReach User ID with Full Administrator user permissions
Instructions - Enabling Advanced Staff Documents and Trainings
Follow the below instructions by selecting the "Get Started" button below.
Overview - Field Types for Staff Document/Training Custom Forms
| Field Name | Description |
|---|---|
| Section Break | Provides a section header or label. |
| Guidelines\Help Text | Provides formattable text that is not able to edited by the user. |
| Single Line Text | Provides a text box for short answers. Allows any character. |
| Date | Provides a calendar to select a date. |
| Time | Provides a time picker in five minute increments. |
| Number | Provides a text box allowing only numbers and one decimal. Other special characters are not supported. |
| Dropdown | Provides a drop-down menu to choose one option from a customizable list. |
| Paragraph | Provides a text box for long answers that can be set to small, medium, or large display sizes. |
| Checkboxes | Provides a multiple selection option from a customizable list. Allows for an Other option and fill in the blank. |
| Multiple Choice | Provides a radio button-style field to choose one option from a customizable list. Allows for an Other option and fill in the blank. |
| Signature | Provides a signature field that can be signed with a mouse or touch screen. |
| Treatment Goals | Provides a filed that pulls in client's active treatment goals from the Treatment Goal tab. |
|
Page Break |
Provides a break to a new page for printing purposes. |
|
Copy Another Form |
Provide a pop-up of all custom forms that have been created and saved in your extendedReach system. |
Instructions - Configuring Staff Document and Training Custom Forms
Follow the below instructions by selecting the "Get Started" button below.